2023-02-06 Meeting notes

Attendees

  • @Osman Celik (UCB)

  • @Lisa Spagnolo (UCD)

  • @Laura Fouladi (UCI)

  • @Maricel Cruz (UCSB)

  • @Judy Keys (UCSD)

  • @Hiroko Acker (UCSC)

  • @Susan Boone (UCSF)

  • @Stacy McKenna (UCLA), Chair

  • @Erika Quintana (UCR), Vice Chair

  • @Sherry Lochhaas (CDL) - guest advisor (starting 2/2023)

Not attending:

  • @Lisa Mackinder (CDL) (medical leave through March)

 

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

 

 





2

Announcements

Share new general information.

5

All

New members happening in June - more details about process to come

RS OST is seeking feedback for our “Tipasa project plan 2023” decision page: Tipasa project plan outline 2023/2024 by 2/17 to sils-rs-l@ucop.edu

 

 

3

CDLNZ-PT Update

 

10

@Erika Quintana

@Lisa Spagnolo

 

 

 

4

Deep Dive Discussion

 

30

 

New Acq UX - Acquisitions Unified PO Line Task List expected to roll out 10/26-11/6 (we think) - anyone seeing this? Stacy’s not getting the New Feature Rollout option or the Acq>All PO Lines menu item

 

Quick review of Workplan for status of outstanding items - most of them pending CDL/E-Res input

Laura gave us a walk through - if you want access email ExLibris at earlytester.support@clarivate.com or Noam.Fass@Clarivate.com

 

5

CDL / Local campus Workflows - Updates?

 

Time permitting

 

5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more. (Still true 8/15)

4/25

  • Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down).

  • Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows

  • Google Drive space for recording where/how recharges are recorded

  • SCLG supplying fiscal close deadlines.

  • CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment

 

 

6

Parking Lot for Previous Action Items

 

 

 

Wishlist: All-UC Import Profiles workshop for after Fall quarter

 

 

7

New Items

Capture important topics for future discussion

 

 

Review of GOBI services - does anyone have data from the past year that might warrant review of acq plans?

 

New Acq UX - Acquisitions Unified PO Line Task List universal activation scheduled for November 2023

General processing topics to discuss more in depth - continuations (receiving, renewals, to encumber or not to encumber - serials vs standing orders, standing orders vs approval volumes, etc.)

 

 

8

Actions from previous meetings:

Total

50/50

 

 

 

 

 

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